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Showing 2991 - 3000 of 4389 results for "financial Advice"

FEATURE: Adviser education

FINANCIAL STANDARD  |  MONDAY, 25 MAY 2015
... Thomas, says the adviser test would help boost consumer confidence and play a critical role in delivering sound financial advice. "The community understands the national exam as an independent test of competence. An examination provides assurance that ...

Lawyer slams NAB compensation scheme

LAURA MILLAN  |  FRIDAY, 22 MAY 2015
National Australia Bank (NAB)'s program to compensate victims of bad financial advice lacks independence and does not go far enough, a lawyer representing some of the victims said. Shine Lawyers financial negligence solicitor Sasha Ivantsoff spoke to ...

NAB upgrades advice compensation program

LAURA MILLAN  |  THURSDAY, 21 MAY 2015
... meaningful way, to hold us to account, and to support our customers through the resolution of complaints in our financial advice complaints process," NAB chief executive Andrew Thorburn said. The role and its scope have been verified by third party and ...

AMP deflects ASIC attack reports

ALEX BURKE  |  THURSDAY, 21 MAY 2015
... and the big four banks. In April, it said it had detected "multiple instances of licensees charging clients for financial advice, including annual advice reviews, where the advice was not provided." There is currently no confirmation as to whether any ...

AFA looking for next adviser of the year

ALEX BURKE  |  TUESDAY, 19 MAY 2015
... important opportunity to put the spotlight on the fantastic outcomes available to clients through receiving quality financial advice. "Notwithstanding the challenges faced by the advice profession, the important role played by advisers in creating a ...

Advice not just compliance: Centrepoint

ALEX BURKE  |  FRIDAY, 15 MAY 2015
... effective compliance will not in itself deliver what clients are looking for in advice," he said. Adding that financial advice should primarily be about helping clients "realise their dreams", de Zwart pointed to growing client sentiment for greater ...

ISA and AIST want changes to professionalism model

DARREN SNYDER  |  WEDNESDAY, 13 MAY 2015
... industry. If the government is serious about ensuring that consumers can access professional and unconflicted financial advice, it should consider a complete ban on all types of conflicted remuneration." The bodies do not support five of the 14 recommendations ...

IFAs to benefit from budget

ALEX BURKE  |  TUESDAY, 12 MAY 2015
The 2015 budget's $5.5 billion jobs and small business package will benefit independent financial advice businesses, according to industry commentators. The package includes a 1.5% tax cut for all small business (incorporated or not), a 5% tax discount ...

CCMC chief executive appointed as lead ombudsman

DARREN SNYDER  |  TUESDAY, 12 MAY 2015
... appointed as lead ombudsman for investments and advice. She will be dealing with disputes involving investments, financial advice, life insurance and superannuation. In a statement the FOS said Smith brings a wealth of experience in the financial planning ...

Too many adviser associations: ASFA

ALEX BURKE  |  MONDAY, 11 MAY 2015
... it said would be passed onto consumers "in an environment where price is often an inhibitor to people seeking financial advice." Given the "non-commerciality" of professional associations, ASFA noted that a single-association model would not be "monopolistic." ...